+61.9%
WM vs OPEN
-94.8%
+156.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | -0.1% |
| 7D | +3.2% | -15.0% | +18.2% | +3.3% |
| 30D | +13.0% | -40.2% | +53.2% | +13.3% |
| 3M | +9.2% | -67.4% | +76.6% | +9.7% |
| 6M | +13.6% | -74.0% | +87.7% | +14.2% |
| YTD | +12.4% | -79.6% | +92.0% | +13.0% |
| 1Y | +21.2% | -86.1% | +107.3% | +22.2% |
| 3Y | +48.7% | -41.4% | +90.1% | +45.2% |
| All | +61.9% | -94.8% | +156.7% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling